Richelieu Gestion’s Palo Alto Networks PANW Stock Holding History

Richelieu Gestion’s Portfolio PANW Stock Details PANW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-200	Closed	-$23K	–	85
2023 Q3	$23K	Hold	200	–	–	0.02%	67
2023 Q2	$26K	Sell	200 -1,000	-83%	-$104K	0.02%	69
2023 Q1	$120K	Sell	1,200 -22,412	-95%	-$1.9M	0.11%	59
2022 Q4	$1.65M	Buy	23,612 +434	+2%	+$34.8K	1.72%	33
2022 Q3	$1.9M	Buy	23,178 +7,020	+43%	+$608K	2.26%	24
2022 Q2	$1.33M	Hold	16,158	–	–	1.51%	30
2022 Q1	$1.68M	Buy	+16,158	New	+$1.45M	1.33%	35

Other funds holding PANW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Richelieu Gestion's PANW Position: Q4 2023 in Review

Richelieu Gestion sold out of Palo Alto Networks (PANW) in Q4 2023, closing a stake of 200 shares — an estimated $23K sold.

Richelieu Gestion first reported a position in PANW in Q1 2022 and held it in 7 quarters. The position peaked at $1.9M in Q3 2022. 1,838 funds tracked by Wall St. Rank hold PANW as of Q4 2023.

Richelieu Gestion reported no remaining Palo Alto Networks position as of Q4 2023 after selling out during the quarter.
Richelieu Gestion sold 200 Palo Alto Networks shares in Q4 2023, an estimated $23K.
Richelieu Gestion first reported a position in Palo Alto Networks in Q1 2022 and held it in 7 quarters.
Richelieu Gestion's Palo Alto Networks position peaked at $1.9M in Q3 2022.
1,838 funds tracked by Wall St. Rank held Palo Alto Networks as of Q4 2023.

Based on Richelieu Gestion's 13F filing for Q4 2023, filed 16 Jan 2024.